Andris Macs

[Andris Macs @MacsAndris]

@IrishRail 16:50 Dublin/Belfast no air-conditioning. I've moved a few carriages

[Sam Elliott @samelliottsam]

Early anthropic employees commuting to work post IPO

[Andrew Kuhn @FocusedCompound]

Goldman Sachs forcing every pension fund to buy AI companies with $10 billion net losses at $1 trillion valuations

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 Bitcoin just dropped from $74,000 to $67,500 in 48 hours. On no real news.

One thesis that fits the data:

The exit liquidity rotation has begun.

In the next months, four companies are raising over $350 billion in fresh equity:

– SpaceX IPO: ~$75B
– OpenAI raise: ~$100B
– Anthropic raise: ~$100B+
– Google net equity issuance: ~$80B

That money has to come from somewhere. Existing portfolios. Risk-on capital. Cash.

Bitcoin is the most liquid risk-on asset on earth. Selling it is the fastest way to free up dollars without triggering tax events on long-held equity positions.

If the most religious Bitcoin holders – the corporate treasuries, the funds, the whales – are even partially rotating to participate in the largest IPO cycle in history, you don't need a news catalyst to explain the drop.

You just need the supply curve to flip.

This isn't bearish on Bitcoin long-term. It's a sign that the entire risk-on crowd is preparing to absorb the largest equity issuance year since 2000.

When the marginal Bitcoin holder needs to be on a SpaceX cap table, Bitcoin goes down for reasons that have nothing to do with Bitcoin.

The exit liquidity avalanche doesn't just hit overvalued stocks.

It hits anything liquid.

[Andris Macs @MacsAndris]

@IrishRail + 7:08 Dundalk/Connolly

[litquidity @litcapital]

Google is raising $80 billion of equity a week before SpaceX is trying to raise $75 billion a few months before Anthropic and OpenAI are trying to raise $100 billion from investors and you’re laughing???

This is a cataclysmic exit liquidity avalanche

[Uncle Tony @sestbien]

Champions league final camera angle is BRUTAL

[Mark Goldbridge @markgoldbridge]

Champions League final and this is this the camera angle....total shit!

[Andris Macs @MacsAndris]

What kind of a strange camera angle are @RTEplayer broadcasting this champions league final from? Can't even see what is going on far side of the pitch

[Andris Macs @MacsAndris]

@IrishRail 15:50 Connolly Belfast standstill shortly after Connolly what is happening?

[Andris Macs @MacsAndris]

@IrishRail 15:50 Connolly/Belfast what is happening with this service, we haven't even boarded yet?

[Andris Macs @MacsAndris]

@IrishRail Thanks. The train is too full to be moving around.

[Andris Macs @MacsAndris]

@IrishRail no air conditioning on 16:50 Connolly/Belfast last carriage like sauna

[Andris Macs @MacsAndris]

@IrishRail How is 17:50 Connolly/Dundalk looking?

[Andris Macs @MacsAndris]

@monaghanroad @IrishRail @EnterpriseTrain @TFIupdates Departed at 18:45

[Andris Macs @MacsAndris]

@monaghanroad @IrishRail @EnterpriseTrain @TFIupdates Probably allowed 10 extra people into first class. Everyone is standing on this train

[Buck @BuckOnTwidder]

there are guys on here who don’t know how to cook themselves eggs trying to trade oil against Citadel

[Andris Macs @MacsAndris]

@IrishRail @EnterpriseTrain @TFIupdates Apparently returning to Connolly to "change the engine"

[Andris Macs @MacsAndris]

@grok @lordaskay @NBA @grok why is there constant flashing inside the stadium, surely there should be rules against this? Also makes it impossible to watch from home

[gaut @0xgaut]

"i'm running 16 mac minis with openclaws on each of them, they are basically employees in my company and I'm the CEO"